Your Weekly Insight Hub

Welcome back! Here’s your personalized update for the week. Remember, with intention, anything is possible.

This Week’s Highlights

A clear snapshot of what’s been accomplished

Meetings:

12.22.2025 | Valerie & Lexlee

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Valerie to have Connor run reports listing all client no-charge time entries, separated by staff
  • Valerie to investigate current practices regarding copying paralegals on emails and determine the ideal approach
  • Valerie & Ken to reply to Lexlee's email about what would need to happen if Ken leaves February 1st for 60 days, including necessary contingencies
  • Valerie to think about how to fill in roles in the accountability chart, potentially getting input from Chelsea or Kylie
  • Valerie is to send marketing emails about changes in the law
  •  

MOL Team:

  • Prepare KPIs related to attorney time allocation to client work and have ready for January 5th meeting
  • Evaluate information from Chelsea about paralegal capacity and provide feedback by January 5th
  • Prepare training ideas for lawyers to improve organization and accountability
  • Schedule a separate Zoom meeting to discuss Ken's buyout
  • Send the accountability chart homework to Valerie
  • Have the team find Valerie's email about the additional discussion topic and ensure it's on the agenda for January 5th
  • Potentially send homework questions to team members to help with accountability chart development
  •  

Upcoming Meetings:

  • 12.22.2025 | Valerie & Lexlee

  •  01.05.2025 | Valerie & Kylee

  •  01.20.2025 | Valerie + Chelsea + Lexlee

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 10 Year Goals - CLICK TO VIEW
👉 2025 Rocks - CLICK TO VIEW
👉 Accountability Chart - CLICK TO VIEW
👉 4th Quarter Strategy - CLICK TO VIEW

Resources & Links

Winning Teams Dashboard:

To gain access, please follow the instructions below:

 

Mind Over Law App

  • To make it even easier, once your Kajabi account is set up, you can download the Mind Over Law app for easy access on the go!
  • Please​ ​CLICK HERE​​ to download the Kajabi app on the App Store
  • Or​ ​CLICK HERE​​ to download Kajabi on Google Play.

 

Lexlee's Zoom Info: